Cloozo

Cloozo

· #451 most-used

Build, train, and manage AI chatbots for any website — no code required

MarketingSupportAIAutomationWebsite & CMSNo-Code

Cloozo is a no-code AI chatbot builder that lets anyone create, train, and deploy GPT-powered chatbots on any website — using their own data sources, their own OpenAI key, and their own brand. Connect it to Actionist and your agents can create chatbots for new clients or campaigns automatically, keep every bot's knowledge base current by adding and replacing data sources whenever content changes, trigger retrains without a manual dashboard visit, and retire stale chatbots and workspaces when projects end — all without touching the Cloozo interface.

Average time saved
6 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents eliminate the manual cycle of logging into Cloozo to update data sources, trigger retrains, provision new workspaces, and retire stale chatbots after client or campaign churn.

Schedule

What your Cloozo agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
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12p
1p
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Multi-app workflows

Cloozo × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
6Apps spanned
~12 hrsSaved / week
5Personas served
For support
Featured3 apps

Support chatbot retrained whenever a help article is updated

When a help article is edited in Notion, the agent removes the stale URL source from the support chatbot, adds the updated URL, and triggers a retrain — all within about a minute of the Notion change being detected. The support team never has to manually update the chatbot's knowledge base, and customers always get answers based on the current documentation.

~3 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a help article is updated in the Notion documentation database
Result
Delete the stale URL data source for the updated articleAdd the updated article URL as a fresh data sourceTrigger a retrain on the support chatbotPost retrain confirmation to #support-ops Slack channel
The win
Saved per run
20 min
Runs / week
~8×
Chatbot answers reflect current documentation within minutes of any update
Driven byCustomer Support Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    30 min / week
    Manual demo chatbot setup per prospect

    Reps or a developer manually creates a chatbot, adds data sources, and waits for training to complete before each demo — a 30-minute setup task per prospect that often gets skipped under time pressure.

    Sales Agent
    0 min
    Agent provisions and trains demo bots automatically

    When a deal enters the demo stage, the agent creates a Cloozo chatbot for the prospect, seeds it with industry-specific content, and fires the training run — the rep has a live demo bot before the call without touching the Cloozo dashboard.

  • Marketing
    25 min / week
    Manual chatbot knowledge update after content edits

    Every time marketing copy changes, someone must log in to Cloozo, find the right chatbot, update the data source, and trigger a retrain manually — a task that is often forgotten until a customer gets an outdated answer.

    Marketing Agent
    0 min
    Agent retrains chatbots on content changes automatically

    When a campaign page or product copy is updated, the agent removes the stale data source, adds the fresh URL, and triggers a retrain — chatbots on marketing pages reflect current copy within about a minute.

  • Customer Support
    20 min / week
    Manual support chatbot data source management

    Support team members must manually track which help articles changed, log in to Cloozo, update the corresponding data sources, and retrain — a multi-step process that is often delayed by days.

    Customer Support Agent
    0 min
    Agent syncs help article updates to the support bot automatically

    When a help article is updated in Notion, the agent replaces the stale URL source and triggers a retrain on the support chatbot — customers asking the bot get accurate answers within minutes of the documentation change.

  • Human Resources
    15 min / week
    Manual HR chatbot policy document update

    HR staff must manually log into Cloozo, delete the old policy document, upload the new one, and trigger a retrain every time a policy is updated — often leading to chatbots running on outdated documents for weeks.

    Human Resources Agent
    0 min
    Agent updates HR chatbot when policy documents change

    When an HR policy PDF is revised in Google Drive, the agent removes the old file source, uploads the new version, and retrains the HR chatbot — employees always get answers based on the currently approved policy.

  • Finance
    20 min / week
    Manual workspace and chatbot count reconciliation

    Finance manually cross-references a client list with the Cloozo dashboard to count workspaces and chatbots per client — a spreadsheet exercise that is done monthly at best and frequently misses mid-cycle changes.

    Finance Agent
    0 min
    Agent audits workspace counts against plan limits weekly

    Each week the agent lists all workspaces, counts their chatbots, and compares against each client's contracted plan tier — overages are flagged before the billing cycle so invoices are accurate.

  • Operations
    35 min / week
    Manual Cloozo workspace and chatbot housekeeping

    Operations staff manually check the Cloozo dashboard to find stale workspaces, under-configured bots, and orphaned chatbots from churned clients — a time-consuming task that is deferred until something breaks.

    Operations Agent
    0 min
    Agent maintains workspace inventory and bot health automatically

    The operations agent runs weekly sweeps across all workspaces — identifying under-trained bots, dormant chatbots, and workspaces without active clients — and takes corrective action before issues reach customers.

  • Legal
    15 min / week
    Manual legal document version management in Cloozo

    Legal team members must track policy revisions, log into Cloozo, identify the old document source, delete it, upload the new version, and retrain — a multi-step process that is easily missed during busy revision cycles.

    Legal Agent
    0 min
    Agent replaces superseded legal documents in chatbot sources

    When a legal document is revised, the agent removes the superseded file source and uploads the approved replacement — the legal chatbot never operates on an outdated policy version without a systematic flag catching it.

+ 100s of other Cloozo automations
Average time saved
16 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
8
Hours saved / year
375
Annual ROI
$28,125

Based on Cloozo's typical team usage — the visible tasks plus a few other automations the agent runs: ~1.5 hrs / person / week of admin work automated.

Connect

How to plug Cloozo into Actionist

Pick the connection method that suits your environment.

Connect Cloozo to Actionist using your account API key. Gives agents read and write access to all chatbots, workspaces, and data sources in your Cloozo account.

1
Open Cloozo Settings

Log in to your Cloozo account at app.cloozo.com and navigate to Settings.

2
Copy your API key

Locate your API key in the Settings page. Copy it — treat it like a password and store it securely.

3
Paste into Actionist

Paste the API key into the Actionist Cloozo connection form and click Test connection.

Credentials you'll need
API Key*
Log in to app.cloozo.com → Settings → copy your API key
Actions

13 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.
FAQs

Questions about Cloozo + Actionist

How does Actionist connect to Cloozo?
Go to the Apps tab in Actionist, find Cloozo, and click Connect. You can connect via API key — open your Cloozo account, navigate to Settings, copy your API key, and paste it into the Actionist connection dialog. Actionist runs a test call to confirm the handshake before any agent tasks run.
What credentials do I need to connect Cloozo to Actionist?
Cloozo uses API key authentication. Log in to your Cloozo account at app.cloozo.com, open Settings, and generate or copy your API key. Paste that key into the Actionist Cloozo connection form. The key needs sufficient privileges to create, read, update, and delete chatbots and their training sources within your workspace.
Can I connect Cloozo to other apps in the same agent task?
Yes. Cloozo is most useful when combined with the apps where customer data and content live. Common combinations: trigger a new chatbot training run when a new help article is published in Notion; update a chatbot's knowledge base when a product FAQ is revised in Google Sheets; post a Slack alert when a chatbot's training job completes; automatically create a new workspace chatbot when a new client is added in your CRM. Any of Actionist's connected apps can send or receive data alongside Cloozo in the same scheduled agent task.
What are the most common things agents do with Cloozo?
The four patterns that come up most often: (1) knowledge-base sync — when a help doc, FAQ page, or product guide is updated, the agent retrains the relevant chatbot so it always reflects current information; (2) new client onboarding — when a CRM contact is tagged as a new client, the agent creates a dedicated Cloozo workspace and chatbot pre-seeded with that client's content; (3) chatbot health reporting — the agent pulls chatbot metadata weekly and posts a summary of active bots, their data sources, and workspace usage to Slack; (4) content-driven retraining — when a website page is updated, the agent triggers a fresh scrape of that URL as a Cloozo data source so the chatbot's answers stay accurate.
Does Cloozo support multi-client or agency use cases?
Yes. Cloozo supports multiple workspaces, making it suitable for agencies managing chatbots across many clients. Each workspace is fully isolated — separate chatbots, separate OpenAI API keys, separate data sources. With Actionist, your agent can automatically create a new workspace for each new client, populate it with that client's brand settings, and add the relevant data sources — all without manual dashboard work.
What types of data sources can Actionist add to a Cloozo chatbot?
Cloozo supports three types of training data: uploaded files (PDF, text, and CSV), website URLs (the platform scrapes the page content), and structured data sources. When you add a URL as a data source via Actionist, the chatbot ingests that page's content and can answer questions based on it. If the page changes, re-adding the URL as a source or triggering a rescrape updates the chatbot's knowledge.
Can Actionist automate embedding Cloozo chatbots on my website?
Cloozo chatbots are embedded on websites using a JavaScript snippet generated in the platform. Actionist can automate the management of the chatbot itself — creating it, training it, updating its appearance settings, and managing its data sources — but the actual embed snippet still needs to be placed in the website's HTML by a developer or via a CMS. Actionist is best thought of as the back-end management layer, not the front-end embed mechanism.
How can Actionist help manage the cost of running multiple Cloozo chatbots?
Cloozo assigns each chatbot its own OpenAI API key, so usage costs accrue directly to that key rather than to a shared Cloozo pool. Actionist helps you manage cost by automating data source hygiene — removing stale or duplicate sources that inflate the chatbot's context window — and by scheduling retraining only when source content actually changes, rather than on a fixed calendar. This prevents unnecessary OpenAI API calls while keeping chatbot answers current.